Financial Services Representative jobs in San Jose, CA

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Financial Service Representative II
Meriwest Credit Union 4 reviews - Santa Clara, CA
Strong customer service focus with previous experience in a service industry. Serve as back-up for all Member Service Representative (including handling member...
Sponsored by Meriwest Credit Union
Financial Service Representative I - PT
KeyPoint Credit Union - Cupertino, CA
2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business...
Easily apply
Sponsored by KeyPoint Credit Union
Financial Advisor- Local Candidates Only
MassMutual Silicon Valley - San Jose, CA
MassMutual Financial Group is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance...
Easily apply
Sponsored by MassMutual Silicon Valley

Financial Advisor-BancWest Investment Services

BNP Paribas 426 reviews - San Jose, CA - +2 locations
Customer service skills. In his/her capacity as an investment adviser representative creates financial plans for customers....

Experienced Member Service Representative (MSR I)

Meriwest Credit Union 4 reviews - San Jose, CA
Analyze member's banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives....

Financial Advisor-BancWest Investment Services

Bank of the West 348 reviews - San Jose, CA - +2 locations
Customer service skills. In his/her capacity as an investment adviser representative creates financial plans for customers....

Financial Advisor

Safelite Group 2 reviews - San Jose, CA
Financial Representatives take a holistic approach to help clients achieve financial goals and objectives by using a financial planning process for both...

Financial Services Officer (Sales) - San Jose Civic Center b...

BNP Paribas 426 reviews - San Jose, CA - +2 locations
Assists in the training of Financial Services Consultants and Financial Services Representatives. Knowledge of bank products and services....

Financial Consultant (59-4)

Brokerage Consultants Inc. - San Jose, CA - +2 locations
Customer's long term financial plans. Products, guidance channels, service and trading. Financial plan leveraging the appropriate Guidance tools....
Easily apply

Cust Sls & Svc Rep Rtl (Lo) - Homestead Kiely

Wells Fargo 8,871 reviews - Santa Clara, CA
The Customer Sales and Service Representative (LO) – CSSR (LO) – provides prompt quality service to ensure customer retention and sales support....

Financial Service Representative I/II

Meriwest Credit Union 4 reviews - San Jose, CA - +2 locations
Strong customer service focus with previous experience in a service industry. Serve as back-up for all Member Service Representative (including handling member...

Financial Services Officer (Sales) - Sunnyvale Tasman branch

BNP Paribas 426 reviews - Sunnyvale, CA
Assists in the training of Financial Services Consultants and Financial Services Representatives. Knowledge of bank products and services....

Customer Experience - Practice Advisor

Cisco Systems, Inc. 1,175 reviews - San Jose, CA
Financial acumen necessary to develop and present a comprehensive business case. Lead and orchestrate Cisco and Partner resources to identify & qualify...
Insurance Sales Representative
Allstate - Pinnacle One Insurance- A Robert Varich Agency - San Jose, CA
Insurance Sales Representative Responsibilities*. Treat each client contact as an up-sell opportunity including financial products....
Easily apply
Sponsored by Allstate - Pinnacle One Insurance- A Robert Varich Agency
Financial Services Representative - Part time
KeyPoint Credit Union - Sunnyvale, CA
Maintains a fanatical commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations...
Easily apply
Sponsored by KeyPoint Credit Union

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